TRREX Mutual Fund

TRREX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
+2.43%
3 Months
+3.30%
6 Months
+12.20%
YTD
+14.71%
1 Year
+17.35%
3 Years (annualized)
+8.35%
5 Years (annualized)
+2.54%
10 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRREX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+14.71%
Peer Avg (YTD)
+12.53%
vs Peers
+2.18%

TRREX Mutual Fund Performance

TRREX performance across multiple time periods: 1-month 2.43%, YTD 14.71%, 1-year 17.35%, 3-year 8.35%, 5-year 2.54%, 10-year 3.07%.

TRREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

TRREX vs another fund shows side-by-side returns. TRREX alternatives are available in the Mutual Fund Screener.